Matthew Craig Hammonds

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1988 → Present
  South Orange County Basketball
  Orange Country, CA
• 08/2004 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2013 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 1997-07-08 → 2021-12-31
  Cetera Wealth Services, Llc
  Newport Beach, CA
  Las Vegas, NV

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR START DATE: 04/12/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: MANAGING DIRECTOR. 2) HS BASKETBALL REFEREE 2-4 HOURS PER WEEK PAID APPROXIMATELY $1,000/YR.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-12

Other Names

• Matt Hammonds